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Expense Templates Project vs Non Project — Cloud Customer Connect
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Expense Templates Project vs Non Project

Received Response
edited Apr 2, 2019 8:44PM in Expenses 4 comments


Expense Templates Project vs Non Project



I need to define expense templates for Canada and US BUs. Within that I have to define projects vs non project templates for the same expense types. For example Airfare can be charged to a project for it may not be. What is the right process.

Do I need to define expense types twice (one for Project related and one for Non project related)?

Can I enable project related attributes on expense type and still use the expense type in a non project template?

Appreciate any documentation and help


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